Operational Workflows
Standard industry use cases mapped to buying groups. Explore how workflows execute for different roles.
Sales: Trade Promotion Request
Approve/deny customer-specific discounts with margin guardrails. Checks historical lift and promo overlap.
Marketing: Campaign Compliance
Ensure claims and audience targeting pass brand/legal checks. Auto-flag forbidden phrases and GDPR requirements.
Supply Chain: Reorder Point Trigger
Automated restock recommendations based on lead time and safety stock. Escalate high-variance demand.
Banking: KYC Profile Verification
Deterministic identity verification. Blocks sanctions hits immediately; routes PEPs for compliance sign-off.
Treasury: Payment Release
Enforce dual control for high-value wires. Block payments to sanctioned corridors.
IT/Sec: Privileged Access Request
Grant temporary production access based on ticket ID. Hard limit on duration; SecOps approval for extensions.
IT: SSO User Provisioning
Provision users with role-based access and enforce MFA + group membership rules.